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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Tranquilli Financial Advisor
Clinton,
New Jersey
| USD 159 M | +USD 10.1 M | +7% | 7.11% | 55.1% | 113 | 8.85% | 2 |
|
| 6077 |
6077
Carson Advisory
Athens,
Georgia
| USD 159 M | +USD 16.8 M | +12% | 9.46% | 68.6% | 184 | 13.59% | 1.9 |
|
| 6078 |
6078
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| USD 159 M | +USD 2.67 M | +2% | 3.99% | 14.4% | 65 | 44.62% | 1.1 |
|
| 6079 |
6079
KilterHowling LLC
Boulder,
Colorado
| USD 159 M | +USD 12.4 M | +8% | 5.21% | 51.3% | 51 | 7.84% | 2.1 |
|
| 6080 |
6080
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 159 M | +USD 6.93 M | +5% | 4.68% | 81.3% | 54 | 5.56% | 5.1 |
|
| 6081 |
6081
Asset Allocation & Management Company
Chicago,
Illinois
| USD 159 M | +USD 7.81 M | +5% | 5.1% | 58.5% | 49 | 6.12% | 3.2 |
|
| 6082 |
6082
Lakeside Advisors
Seattle,
Washington
| USD 159 M | +USD 5.11 M | +3% | 5.6% | 83.7% | 66 | 6.06% | 2.4 |
|
| 6083 |
6083
Tenret Company
Tampa,
Florida
| USD 159 M | +USD 14.6 M | +10% | 6.02% | – | 33 | 3.03% | 2.5 |
|
| 6084 |
6084
EHP Funds Inc
Toronto,
Canada
| USD 159 M | -USD 43.4 M | -21% | 4.39% | 173% | 111 | 86.49% | 0.5 |
|
| 6085 |
6085
Criterion Capital Advisors
Nashville,
Tennessee
| USD 159 M | -USD 1.2 k | -0% | 6.48% | – | 348 | 0% | 0.7 |
|
| 6086 |
CNFG
6086
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 159 M | +USD 13.1 M | +9% | 8.65% | 52.6% | 80 | 6.25% | 6.5 |
|
| 6087 |
JCA
6087
Jade Capital Advisors
Essex Fells,
New Jersey
| USD 159 M | +USD 17.3 M | +12% | 5.76% | 28.9% | 135 | 60.74% | 0.5 |
|
| 6088 |
6088
Farrow Financial
Randolph,
Vermont
| USD 159 M | +USD 12 M | +8% | 8.16% | – | 54 | 11.11% | 0.7 |
|
| 6089 |
6089
Robocap Asset Management
London,
United Kingdom
| USD 159 M | -USD 1.71 M | -1% | 1.89% | 259% | 25 | 4% | 1.4 |
|
| 6090 |
6090
Swisher Financial Concepts
Westerville,
Ohio
| USD 159 M | +USD 60 M | +61% | 7.74% | – | 92 | 20.65% | 0.6 |
|
| 6091 |
6091
Values Added Financial
Washington,
District of Columbia
| USD 159 M | +USD 19.9 M | +14% | 6.14% | 65.9% | 108 | 18.52% | 0.9 |
|
| 6092 |
6092
Massachusetts Wealth Management
North Andover,
Massachusetts
| USD 159 M | +USD 9.6 M | +6% | 6.54% | 110% | 97 | 13.4% | 1.5 |
|
| 6093 |
6093
Mayfair Advisory Group
Birmingham,
Alabama
| USD 159 M | +USD 10.9 M | +7% | 6.43% | 71.5% | 165 | 20.61% | 2.1 |
|
| 6094 |
FAG
6094
Fortitude Advisory Group
Gig Harbor,
Washington
| USD 159 M | -USD 8.8 M | -5% | 5.16% | 142% | 216 | 11.11% | 2 |
|
| 6095 |
6095
Bancreek Capital Management
Santa Monica,
California
| USD 158 M | +USD 30.4 M | +24% | 11.6% | 33.6% | 22 | 18.18% | 1.7 |
|
| 6096 |
6096
Pinnacle Wealth Management Group
Plymouth,
Michigan
| USD 158 M | +USD 10.7 M | +7% | 6.05% | 64.3% | 121 | 15.7% | 2 |
|
| 6097 |
6097
Disciplined Equity Management
Neptune Beach,
Florida
| USD 158 M | +USD 6.65 M | +4% | 7.61% | 72.3% | 63 | 0% | 1.8 |
|
| 6098 |
6098
Pring Turner Capital Group
Alamo,
California
| USD 158 M | +USD 15.2 M | +11% | 9.41% | 70.8% | 72 | 11.11% | 4 |
|
| 6099 |
6099
Palouse Capital Management
Spokane,
Washington
| USD 158 M | +USD 9.35 M | +6% | 7.95% | 67.8% | 126 | 10.32% | 2.3 |
|
| 6100 |
6100
Nipun Capital
Foster City,
California
| USD 158 M | +USD 18.1 M | +13% | 10.5% | 30.2% | 8 | 25% | 0.6 |
|